Crypto Scenario Insights

BitGo's Lightning Earn: A Paradigm Shift for Institutional BTC Yield, or a Drop in the Liquidity Bucket?

What happened

BitGo has launched Lightning Earn in partnership with Amboss, allowing institutions to earn native BTC yields by providing Lightning Network liquidity.

What we think

From a capital flows perspective, this product addresses a structural vacuum in the digital asset space: the lack of low-risk, native yield for institutional Bitcoin holders.

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BitGo's Lightning Earn: A Paradigm Shift for Institutional BTC Yield, or a Drop in the Liquidity Bucket?

We explain what happened and what could follow. We do not forecast prices.

Read the full analysis